Client Relationship Manager/Senior Accountant - REMOTE (LLI977530)

Key Responsibilities

• Serve as the primary contact for a dedicated book of clients, managing relationships via email, Zoom, and phone
• Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth
• Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracy
• Facilitate the tax compliance process by preparing returns and providing clean financials to the tax department
• Review transactional work and ensure all monthly accounting activities stay on schedule

Requirements

• At least 5 years of accounting experience within a CPA firm is mandatory
• CPA or actively pursuing CPA is preferred
• Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus
• Strong hands-on tax planning and preparation skills
• You are a problem-solver who is "happy" in a client-facing role and thrive in a self-driven, remote environment
• Prior experience working with dental or healthcare clients (preferred)

Benefits

• Security: 401(k) plan with profit sharing and life insurance
• Health: Medical insurance with an employer contribution
• Protection: Short-term and long-term disability plans included
• Balance: Generous PTO policy and a supportive, thriving firm culture